William F. Kauffman

PARAMOUNT INVESTMENTS

Lutherville, MD

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CRD#: 4841241

Professional summary

William Frederick Kauffman, who also goes by William Frederick Kauffmen, is a registered financial advisor currently at PARAMOUNT INVESTMENTS, LLC located in Lutherville, Maryland.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. William has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William Frederick Kauffmen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Frederick Kauffman's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 4, 2022 - Present

PARAMOUNT INVESTMENTS, LLC

RIA

CRD#: 166643

Lutherville, MD

Past

November 19, 2018 - January 26, 2024

ASSET STRATEGY CONSULTANTS LLC

RIA

CRD#: 110800

HUNT VALLEY, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(1/4/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

PARAMOUNT INVESTMENTS, LLC

CRD#: 166643 / SEC#:

Maryland

Registered Investment Advisory firm - (3/7/2013 Approved)

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Contact information

Main Address

Lutherville, MD

Mailing Address

Phone number

(410) 236-6699

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	53
AUM (Assets Under Management)	$ 19,773,850

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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William F. Kauffman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Frederick Kauffman's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARAMOUNT INVESTMENTS, LLC

ASSET STRATEGY CONSULTANTS LLC

State Registrations and Notice Filings

Exams

Current Firm

PARAMOUNT INVESTMENTS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PARAMOUNT INVESTMENTS, LLC

TRUST BUT VERIFY

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